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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,748 | $108,911-69.0% | $100,392-66.4% | $145,884-76.9% |
| Participation rate | 84.6% | 83.0%+1.6pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 11.00% | 58.23%-47.2pp | 49.45%-38.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $925 | $4,420-79.1% | $3,941-76.5% | $4,662-80.2% |
| Participant deferral / active EE | $2,990 | $8,459-64.6% | $8,090-63.0% | $6,690-55.3% |
| Admin fee / account holder | $9,369 | $9,698-3.4% | $7,904+18.5% | $13,392-30.0% |